Filed January 2, 2019
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS LIFE INS CO. OF NY Service code 13 · EIN 13-3758127 | Contract Administrator | $9,838 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,188 | $81,248-86.2% | $155,509-92.8% | $80,856-86.2% |
| Participation rate | 94.9% | 66.2%+28.7pp | 78.2%+16.7pp | 67.6%+27.3pp |
| Annual return | 11.71% | 33.31%-21.6pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,909 | $3,100-38.4% | $4,672-59.1% | $2,755-30.7% |
| Participant deferral / active EE | $1,472 | $3,452-57.4% | $5,626-73.8% | $4,296-65.7% |
| Admin fee / account holder | $141 | $7,997-98.2% | $15,912-99.1% | $6,918-98.0% |